• Virtual Solutions Delivery

    Truist (Orlando, FL)
    …for products and services that align with client needs. 2. Supports the Virtual Solutions Delivery Team sales process by conducting consultative ... onboarding outreach efforts. 7. Participates fully in all components of the established Virtual Solutions Delivery CARES Routines. 8. Commits to advancing… more
    Truist (09/26/24)
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  • Client Operations Lead

    Finexio (Orlando, FL)
    …B2B payments by integrating electronic payments and cash flow improvement solutions directly into customers' accounts payable and procurement software. Our vision ... raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank , Mendon Venture Partners, and Valley Bank . These investors believe in the… more
    Finexio (08/25/24)
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  • Wealth Private Banking Advisor

    Truist (Orlando, FL)
    …around banking, credit, and insurance with Wealth segment clients. Located within a virtual , the Wealth Private Advisor will act as the point of contact for ... Wealth Private Advisor will coordinate with PCG FAs to deliver Truist Wealth banking Solutions for clients that have over $1MM in investments at Truist. The Wealth… more
    Truist (08/16/24)
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